CA PPM Project Sites

The Microsoft SharePoint Connector uses cappm project sites. cappm project sites are an extension of a cappm project. Project sites are used for collaborative project activities of team members associated with projects that are managed in cappm. You can create project sites that help all team members and other project stakeholders track the progress of the project and collaborate with each other.
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The Microsoft SharePoint Connector uses
Clarity PPM
project sites.
Clarity PPM
 project sites are an extension of a
Clarity PPM
 project. Project sites are used for collaborative project activities of team members associated with projects that are managed in
Clarity PPM
. You can create project sites that help all team members and other project stakeholders track the progress of the project and collaborate with each other.
Microsoft SharePoint Connector Site Templates
The customized Microsoft SharePoint site templates provide you with a starting point for creating sites that bind to a 
Clarity PPM
 server and display data from a 
Clarity PPM
 project. You can tailor the templates to match your needs using standard SharePoint and 
Clarity PPM
 capabilities. You can also create other templates to give you flexibility when creating sites for different kinds of projects or different communities. Use the template to create sites named 
Clarity PPM
 project sites.
To create or modify 
Clarity PPM
 project sites, add and remove 
Clarity PPM
 Web Parts or other standard, custom, and third-party Web Parts. For the same purpose, you can also use other templates created by modifying the existing templates.
The following site template is included with Microsoft SharePoint Connector:
  • CA Clarity Project Site
    The site template contains the basic features to manage a 
    Clarity PPM
     project site. For example, sites that bind to a 
    Clarity PPM
     server and display information from a 
    Clarity PPM
     project. The following features are included:
    • Documents. Use documents to create a document library where you can upload and store local SharePoint documents.
    • Sites. Contains all the sites created as children of the 
      Clarity PPM
       project site.
    • Administration. Use to manage site users and permissions.
    • Clarity PPM
       Binding. Use to change the 
      Clarity PPM
       server binding parameters.
Advantages of Using
Clarity PPM
 Project Sites
  • All the parameters that you specify when creating a 
    Clarity PPM
     project site are automatically inherited by the 
    Clarity PPM
     Web Parts that you add to it. You do not have to configure individual 
    Clarity PPM
     Web Parts as you would have to in a non-
    Clarity PPM
     project site.
  • To bind a 
    Clarity PPM
     project site to a different 
    Clarity PPM
     server, change the binding properties of the 
    Clarity PPM
     project site from a single location in the site by using the 
    Clarity PPM
     Binding feature. All 
    Clarity PPM
     Web Parts added to the 
    Clarity PPM
     project site automatically inherit the new binding properties. Therefore, reconfiguring individual 
    Clarity PPM
     Web Parts is not required.
Clarity PPM
 Server Binding Parameters
While creating a 
Clarity PPM
 project site, provide the following parameters to bind the site to a 
Clarity PPM
 server:
  • Clarity PPM
     server URL
  • Clarity PPM
     user account parameters:
    • Clarity PPM
       user name. The
      Clarity PPM
       proxy user name that is assigned to the 
      Clarity PPM
       project site
    • The password that is associated with the 
      Clarity PPM
       user account
Additionally, you must provide the ID of the 
Clarity PPM
 project to access. The project ID that you provide is used to filter sub-objects that belong to the 
Clarity PPM
 project. Also, restricts the Studio queries that you write to execute on the particular project to which the 
Clarity PPM
 project site binds.
The 
Clarity PPM
 Web Parts that you add to 
Clarity PPM
 project sites inherit the parameters. Because of this, a 
Clarity PPM
 project site can be associated with only one project in 
Clarity PPM
.
After you create a 
Clarity PPM
 project site, you can change the 
Clarity PPM
 server binding properties of the site to bind the site to a project on a different 
Clarity PPM
 server. You can change the 
Clarity PPM
 server binding properties on the
Clarity PPM
 Binding page.
The site properties of non-
Clarity PPM
project sites do not include
Clarity PPM
server binding parameters. Therefore, the
Clarity PPM
Web Parts that are added to non-
Clarity PPM
project sites cannot inherit the
Clarity PPM
server binding parameters from the site. When configuring
Clarity PPM
Web Parts on non-
Clarity PPM
project sites, explicitly provide the parameters to bind a
Clarity PPM
Web Part to a
Clarity PPM
server.
Clarity PPM
 Project Site Creation and Management Options
You can create 
Clarity PPM
 project sites as children of non-
Clarity PPM
 project sites or other 
Clarity PPM
 project sites. With appropriate permission levels for the site, you can add and configure Web Parts -- 
Clarity PPM
 Web Parts and non-
Clarity PPM
 Web Parts -- to the site. You can create as many 
Clarity PPM
 project sites as you require in a site collection.
Sites that are not based on the
Clarity PPM
Project Site template are named non-
Clarity PPM
project sites.
After you create 
Clarity PPM
 project sites, you can modify the sites to suit the needs of 
Clarity PPM
 project. You can save the sites as site templates and use the templates that are saved to create other 
Clarity PPM
 project sites. Furthermore, you can create 
Clarity PPM
 project sites from the templates, and then save the sites as site templates.
Apart from displaying the customized site templates included with Microsoft SharePoint Connector, the Site Template list on the create project site page in SharePoint Central Administration and
Clarity PPM
 on the new SharePoint site page display all the modified site templates.
Example
If you create a site, “My Project Site 1”, by using one of the templates that are customized for 
Clarity PPM
 and save the site as a site template named “My Template 1”, you can use My Template 1 to other 
Clarity PPM
 project sites. For example, “My Project Site 2”, “My Project Site 3”, and “My Project Site 4”. Then, save My Project Site 2, My Project Site 3, and My Project Site 4 as site templates and use the templates to create more 
Clarity PPM
 project sites. In this way, you can create a repository of templates from the new sites, and use them to create other sites.
Create
Clarity PPM
 Project Sites
You can create 
Clarity PPM
 project sites as site collections. You can also create them as children of any Microsoft SharePoint Web site; you can create them as children of existing 
Clarity PPM
 project sites or non-
Clarity PPM
 project sites.
Follow these steps:
  1. Obtain a
    Clarity PPM
     proxy user account.
  2. Create the 
    Clarity PPM
     project site from one of the following locations in Microsoft SharePoint:
    • Microsoft SharePoint Central Administration.
    • A SharePoint Web site.
  3. Bind the
    Clarity PPM
     project sites to different
    Clarity PPM
     servers.
  4. Save
    Clarity PPM
     project sites as site templates.
Clarity PPM
 Proxy User Accounts
Before creating a 
Clarity PPM
 project site, verify that a user account is created with
 View
 access rights for the project in 
Clarity PPM
. Obtain a 
Clarity PPM
 user account because it is a parameter for creating project sites. The 
Clarity PPM
 proxy user account is required for authentication on the 
Clarity PPM
 server during the following processes:
  • Creating a 
    Clarity PPM
     project site.
  • Changing the 
    Clarity PPM
     server to which a 
    Clarity PPM
     project site binds.
The 
Clarity PPM
 Web Parts that you add to the project sites, inherit 
Clarity PPM
 server binding parameters from the site properties. The proxy user account is a part of the binding properties that are inherited. The Web Parts use the proxy account for authentication on the 
Clarity PPM
 server each time the server is accessed. That is, the proxy user account is used each time you configure and synchronize the contents of a 
Clarity PPM
 Web Part with 
Clarity PPM
 for the first time.
Web Parts that are added to non-
Clarity PPM
project sites do not inherit
Clarity PPM
server binding parameters from the site properties. Therefore, provide
Clarity PPM
proxy user account information as a part of the server binding parameters for configuring the web parts in non-
Clarity PPM
project sites.
Create 
Clarity PPM
 Project Sites from SharePoint Central Administration
You can create a 
Clarity PPM
 project site by using the Create 
Clarity PPM
 Project Site feature that is included with Microsoft SharePoint Connector. A 
Clarity PPM
 project site that you create using this feature automatically inherits permissions from the SharePoint Web site that you designate to be its parent site. If you want to set up unique permissions for the 
Clarity PPM
 project site, you must assign permissions to users of the site after you create it.
Follow these steps:
  1. In the left link bar in SharePoint Central Administration, click Application Management.
  2. In
    Clarity PPM
     Site Management, click Create
    Clarity PPM
     Project Site.
    The create 
    Clarity PPM
     project site provisioning page appears.
  3. Do the following:
    • CA Clarity PPM Binding
      Values:
      • Clarity PPM
         Server URL. Enter the URL of the 
        Clarity PPM
         server.
      • Proxy User Name. Enter the user name associated with the 
        Clarity PPM
         proxy user account.
      • Proxy Password. Enter the password associated with the 
        Clarity PPM
         proxy user account.
      • Project ID. Enter the ID of the 
        Clarity PPM
         project to access.
    • SharePoint Site Definition
      Values:
      • Site Template. Defines the site template.
        The CA Clarity Project Site template
      • Site Title. Enter a title for the project site.
      • SharePoint Target URL. Enter the URL of the SharePoint site to designate as the parent of the project site.
  4. Click OK.
    The 
    Clarity PPM
     project site is created. The 
    Clarity PPM
     Server URL, Proxy User Name, and SharePoint Target URL fields retain and display the details specified for the recently created 
    Clarity PPM
     project site.
Create 
Clarity PPM
 Project Sites from a SharePoint Web Site
The SharePoint Web site is the Web site that you designate to be the parent site of the 
Clarity PPM
 project site. You can create a 
Clarity PPM
 project site from the new SharePoint site
 
page of the SharePoint Web site. While creating the project site from the parent site, you can use the same permissions as the parent site, or can assign unique permissions after you create the site.
Before you create a 
Clarity PPM
 project site, verify that you are on the site to designate as the parent of the 
Clarity PPM
 project site. Since you cannot provide 
Clarity PPM
 server binding parameters when you use this method to create a 
Clarity PPM
 project site, bind the site to a 
Clarity PPM
 server and specify the project after creating the site.
Follow these steps:
  1. Click the Settings icon and click Site contents.
    The Site Content page appears.
  2. Click new subsite under the Subsites section.
  3. Complete the following information:
    • Title and Description
      Title: Enter a title for the 
      Clarity PPM
       project site.
      Description: Enter a description for the 
      Clarity PPM
       project site.
    • Web Site Address
      URL Name: Enter the site name as it should appear in the URL of the 
      Clarity PPM
       project site.
    • Template Selection
      Specifies the template.
      Values:
      • CA Clarity Project Site template
    • Permissions
      Specify the 
      Clarity PPM
       project site to inherit permissions from the parent site, or to use a unique set of permissions for the 
      Clarity PPM
       project site.
    • Navigation
      Specify the 
      Clarity PPM
       project site to be displayed on the Quick Launch and the top link bar of the parent site.
    • Navigation Inheritance
      Specify the 
      Clarity PPM
       project site to inherit the top link bar from the parent site.
  4. Click Create.
Bind 
Clarity PPM
 Project Sites to a 
Clarity PPM
 Server
After you create the 
Clarity PPM
 project site, complete the following procedure to bind the site to a 
Clarity PPM
 server and specify the project to be accessed.
Follow these steps:
  1. In the left navigation of the 
    Clarity PPM
     project site, click
    Clarity PPM
     Binding.
  2. In Site properties, do the following:
    • CA Clarity PPM Server URL
      Enter the URL of the new 
      Clarity PPM
       server.
    • Proxy User Name
      Enter the user name associated with the 
      Clarity PPM
       proxy user account on the new 
      Clarity PPM
       server.
    • Proxy Password
      Enter the password associated with the 
      Clarity PPM
       proxy user account.
    • Project ID
      Enter the ID of the project on the new 
      Clarity PPM
       server.
  3. Click OK.
    If the specified parameters are valid, the 
    Clarity PPM
     project site binds to the 
    Clarity PPM
     server.
Save
Clarity PPM
 Project Sites as SharePoint Site Templates
After you create a 
Clarity PPM
 project site and before or after you add lists, libraries, and Web Parts (
Clarity PPM
 Web Parts and other Web Parts available in your site collection Web Part Gallery), you can save the 
Clarity PPM
 project site as a SharePoint site template. Use the site template to create other 
Clarity PPM
 project sites with the same site structure.
Follow these steps:
  1. Click the Settings icon and click Site settings.
  2. Click Save site as template under the Site Actions section.
  3. Enter a name for the template file, and a name and description for the template.
  4. Select the Include Content check box if you have pages that are in a document library, or to include the contents of non-
    Clarity PPM
     Web Parts in the template.
    Selecting Include Content has no effect on the
    Clarity PPM
    Web Parts because they automatically display information from the new project when you use the template to create a
    Clarity PPM
    project site. For example, if you configure a
    Clarity PPM
    List Web Part in the
    Clarity PPM
    project site to display tasks, it automatically displays tasks from the new
    Clarity PPM
    project when you use the template to create a
    Clarity PPM
    project site.
  5. Click OK.
    The 
    Clarity PPM
     project site is saved as a SharePoint site template. After you save the 
    Clarity PPM
     project site as a site template, the template is displayed in the Site Template list on the Create 
    Clarity PPM
     Project Site page in SharePoint Central Administration. The saved template is also displayed in the 
    Clarity PPM
     tab on the New SharePoint Site page, that is used to create child sites in Microsoft SharePoint.
Manage Permissions for
Clarity PPM
 Project Sites
To create and manage 
Clarity PPM
 project sites in Microsoft SharePoint, users require the permission levels in the following table:
Task
Required Permission Level in Microsoft SharePoint
Create
Clarity PPM
project sites from Microsoft SharePoint Central Administration (using the Create
Clarity PPM
Project Site feature)
Administrator privileges for SharePoint Central Administration
Create
Clarity PPM
project sites from the SharePoint Web Site that you designate to be the parent site
A permission level of Full Control on the site that you designate to be the parent site
Change the binding properties of a
Clarity PPM
project site
A permission level of Full Control on the
Clarity PPM
project site
Change
Clarity PPM
 Project Site Binding Properties
After you create a 
Clarity PPM
 project site and bind it to a 
Clarity PPM
 server, you can change the site properties of the 
Clarity PPM
 project site; you can bind the 
Clarity PPM
 project site to a different 
Clarity PPM
 server and provide a new project ID to access data.
Once you change the project site binding properties, all the 
Clarity PPM
 Web Parts, added to the 
Clarity PPM
 project site, automatically inherit the new binding properties. The site properties also display data from the data providers (objects) of the project from the new 
Clarity PPM
 server.
Change only the parameters requiring a change. For example, to access data from a different project on the same
Clarity PPM
server, you can retain the
Clarity PPM
server URL, change the project ID, provide
Clarity PPM
proxy user account information with appropriate access rights for the project.
Follow these steps:
  1. In Quick Launch of the 
    Clarity PPM
     project site, click
    Clarity PPM
     Binding.
    The site properties page appears.
  2. Complete the following fields:
    • CA Clarity PPM Server URL
      Defines the URL of the 
      Clarity PPM
       server.
    • Proxy User Name
      Defines the user name that is associated with the 
      Clarity PPM
       proxy user account on the 
      Clarity PPM
       server.
    • Proxy Password
      Defines the password that is associated with the 
      Clarity PPM
       proxy user account.
    • Project ID
      Defines the ID of the project where User is the manager.
  3. Click OK.
    If the parameters you enter are valid, the 
    Clarity PPM
     project site binds to the new 
    Clarity PPM
     server. The site properties of the 
    Clarity PPM
     project site are updated with the new parameters.